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Retirement Planning > Saving for Retirement

Software Maker Introduces Cross-Selling Tool

By Staff Writer

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Perspective Partners L.L.C. has developed a system that can help producers analyze 401(k) plan participants’ financial needs.

Perspective, Rochester, N.Y., says producers can use the new TANDM-401(k) software to create cross-selling opportunities, by pointing out gaps in participants’ retirement savings strategies and protection-oriented insurance coverage.

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